People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Michele Charno

Client Service Manager

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Michele joined The Colony Group in 2017 as a Client Service Manager in the Armonk, NY office.  She is responsible for providing the team with a broad range of client service and operational support.

Prior to joining The Colony Group, Michele worked in the Finance industry for more than 20 years.  She has a vast range of experience with back and middle office operations as well as front office experience with portfolio management.

Michele received her undergraduate degree from Salve Regina University and earned her MBA in Finance from Fairfield University.  She has also previously held FINRA Series 7 and 66 licenses.

In her spare time, Michele enjoys traveling, cooking and spending time with her family.